UHLER VERTICH WHITE ADVISORS
Firm details
- Headquarters
- FORT MYERS, Florida
- CRD number
- 130716
- Registered since
- March 12, 2004
- Website
- www.uhlerandvertich.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NEW HAMPSHIRE
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.49%
- Individuals20.48%
- Charitable Organizations2.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Uhler Vertich White Advisors is an independent, SEC-registered investment advisory firm organized as an LLC and in operation since 2004. The firm operates as a capital allocator for both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers when appropriate. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1Bryan Fiore
Chief Operating OfficerCRD 2633690
Contacts
3 of 6Shane Carrier
Registered RepresentativeCRD 7249083
JAMES VERTICH
OwnerCRD 1960620
ANTHONY WHITE
Registered RepresentativeCRD 1826584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FORT MYERS, FL
LEE
Location
FORT MYERS, FL
Headquartered in FORT MYERS, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- LEE
- Address
- 1510 Royal Palm Square Blvd
- Time zone
- ET (UTC-5)
- Office locations
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